Maxele Advisors’s UnitedHealth UNH Stock Holding History

Maxele Advisors’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$466K	Buy	+1,120	New	+$415K	0.33%	61
2025 Q4	$375K	Sell	1,136 -30	-3%	-$10.2K	0.3%	67
2025 Q3	$403K	Sell	1,166 -460	-28%	-$139K	0.35%	63
2025 Q2	$507K	Sell	1,626 -267	-14%	-$102K	0.44%	52
2025 Q1	$991K	Sell	1,893 -11	-0.6%	-$5.62K	0.96%	35
2024 Q4	$963K	Buy	+1,904	New	+$1.08M	0.92%	37
2022 Q3	$997K	Sell	1,974 -5	-0.3%	-$2.63K	1.67%	16
2022 Q2	$1.02M	Sell	1,979 -52	-3%	-$26.1K	1.6%	17
2022 Q1	$1.04M	Sell	2,031 -95	-4%	-$45.8K	1.29%	25
2021 Q4	$1.07M	Buy	+2,126	New	+$962K	1.23%	24

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Maxele Advisors's UNH Position: Q2 2026 in Review

Maxele Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 1,120 shares worth $466K. The stake represents 0.33% of the portfolio and ranks #61 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in UNH as recently as Q4 2025.

Maxele Advisors first reported a position in UNH in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.07M in Q4 2021. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Maxele Advisors held 1,120 shares of UnitedHealth worth $466K as of Q2 2026.
UnitedHealth was a new Maxele Advisors position in Q2 2026.
UnitedHealth made up 0.33% of Maxele Advisors's portfolio in Q2 2026, its #61 holding.
Maxele Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 10 quarters since.
Maxele Advisors's UnitedHealth position peaked at $1.07M in Q4 2021.
3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.